RPCONE
NREF

Retirement Planning Company of New England’s NexPoint Real Estate Finance NREF Stock Holding History

Retirement Planning Company of New England’s Portfolio NREF Stock Details NREF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-875
Closed -$16K – 653
2021
Q4 		$16K Buy
+875
New +$18K 0.01% 568

Other funds holding NREF

NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Retirement Planning Company of New England's NREF Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of NexPoint Real Estate Finance (NREF) in Q1 2022, closing a stake of 875 shares — an estimated $16K sold.

Retirement Planning Company of New England first reported a position in NREF in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 57 funds tracked by Wall St. Rank hold NREF as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining NexPoint Real Estate Finance position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 875 NexPoint Real Estate Finance shares in Q1 2022, an estimated $16K.
  • Retirement Planning Company of New England first reported a position in NexPoint Real Estate Finance in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's NexPoint Real Estate Finance position peaked at $16K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held NexPoint Real Estate Finance as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.